See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,406 | $181,894-22.3% | $156,549-9.7% | $273,961-48.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.87% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,082 | $6,248-2.7% | $5,501+10.6% | $4,869+24.9% |
| Participant deferral / active EE | $7,339 | $5,550+32.2% | $4,871+50.7% | $5,287+38.8% |
| Admin fee / account holder | $1,105 | $15,559-92.9% | $13,027-91.5% | $10,132-89.1% |